Calamos Wealth Management’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,040
| Closed | -$1.09M | – | 343 |
|
|
2021
Q3 | $1.09M | Hold |
4,040
| – | – | 0.09% | 147 |
|
|
2021
Q2 | $1.15M | Sell |
4,040
-1,960
| -33% | -$555K | 0.09% | 152 |
|
|
2021
Q1 | $1.58M | Sell |
6,000
-1,500
| -20% | -$396K | 0.13% | 120 |
|
|
2020
Q4 | $1.53M | Sell |
7,500
-31
| -0.4% | -$6.33K | 0.14% | 106 |
|
|
2020
Q3 | $1.36M | Buy |
+7,531
| New | +$1.36M | 0.16% | 91 |
|
|
2014
Q1 | – | Sell |
-5,243
| Closed | -$649K | – | 227 |
|
|
2013
Q4 | $649K | Sell |
5,243
-88
| -2% | -$10.9K | 0.2% | 158 |
|
|
2013
Q3 | $583K | Buy |
5,331
+188
| +4% | +$20.6K | 0.19% | 161 |
|
|
2013
Q2 | $545K | Buy |
+5,143
| New | +$545K | 0.19% | 150 |
|